David Knechtle
Managing Partner
Wealth Advisor
FINRA Series 66 Registration; MA State Life & Health Licenses
Co-Founder, David Knechtle works with companies, trusts, families, and individuals using a planning-based approach, tailoring accounts to work together and grow assets while protecting from downturns and keeping clients in a comfortable risk-level. David graduated from Gordon College and holds FINRA Series 7 and 66 Registrations.
Growing up on a family farm in Wisconsin and now living in Hamilton, MA with his wife and daughter. David and his wife enjoy weekend hikes to step away the office and introduce their daughter to adventures in the White Mountains and surrounding Appalachian Trails. When winter shuts down hiking, they love to strap on skis and carve down the mountains. Staying active and exploring new adventures are important aspects of Knechtle family life. These interests and activities spurred David’s passion for the advancement of sustainable environmental and governance economics.